International Fund Services (Ireland) Ltd, A State Street Company
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International Fund Services (Ireland) Ltd, A State Street Company Employees
Credit Agricole Corporate and Investment Bank April 2011 - Present
Anne Anastasi Charitable Foundation 2010 - Present
Morgan Stanley June 2005 - August 2008
International Fund Services (Ireland) Ltd, A State Street Company 2004 - 2005
Skills
Bloomberg, Capital Markets, Corporate Finance, Derivatives, Equities, Finance, Financial Analysis, Financial Modeling, Fixed Income, Investment Banking, Investor Relations, Nonprofits, Structured Finance, Valuation, Financial Structuring
Education
Fordham Gabelli School of Business 2008 — 2010
MBA, Finance
Fordham University 2000 — 2004
BS, Finance and Management
International Fund Services (Ireland) Ltd, A State Street Company February 2008 - Present
Robosoft Technologies April 2004 - August 2007
Robosoft Technologies April 2002 - August 2006
Skills
Silk Test, SoapUI, SQL, SilkTest, System Testing, Test Automation, QTP, Manual Testing, Quality Center, Automation, Test Automation..., Quality Assurance, User Acceptance Testing, Regression Testing, Software Quality..., Performance Testing, 360 Feedback, Conflict Management, Test Management, Black Box Testing, Agile Testing
Education
Bangalore University 1998 — 2001
Bangalore University 1998 — 2001
Scotiabank May 2014 - Present
TD January 2013 - May 2013
Millennium Partners May 2007 - July 2011
International Fund Services (Ireland) Ltd, A State Street Company January 2006 - May 2007
Skills
Fixed Income, Derivatives, Trading, Credit, Pricing, Bloomberg, Financial Modeling, Portfolio Management, Investments, Financial Risk, Hedging, Capital Markets, Finance, Hedge Funds, Equities, Valuation
Education
Rotman School of Management 2011 — 2013
MBA, Finance
Bucknell University 2000 — 2004
BSBA, Management
Charles Schwab April 2013 - Present
Charles Schwab August 2012 - April 2013
International Fund Services (Ireland) Ltd, A State Street Company June 2009 - July 2012
Assumption College August 2008 - May 2009
State of Connecticut Office of Policy and Management May 2008 - August 2008
Skills
Hedge Funds, Derivatives, Bloomberg, Fixed Income, Microsoft Excel, Trading Operations, Microsoft Access
Education
Assumption College 2005 — 2009
Bachelor of Arts (B.A.), Economics/Marketing Double Major, 3.9 GPA
Cerberus Capital Management June 2014 - Present
CIFC Asset Management May 2013 - May 2014
International Fund Services (Ireland) Ltd, A State Street Company August 2009 - May 2013
Stanfield Capital Partners April 2007 - August 2009
Skills
Hedge Funds, Fixed Income, Equities, Bloomberg, Middle Office, Fund Administration, Fund Accounting, Alternative Investments, Mutual Funds, Swaps, Derivatives, DTC, Financial Analysis, Corporate Actions, Portfolio Management, Bloomberg Terminal, Asset Managment, FX Options, Securities, Valuation
Education
Long Island University, C.W. Post Campus 2002 — 2006
Bachelor of Science (B.S.), Finance, General
Deloitte Tax LLP June 2004 - Present
KeySpan October 2003 - May 2004
City Parks Foundation June 2003 - September 2003
International Fund Services (Ireland) Ltd, A State Street Company November 2001 - January 2003
Skills
Financial Reporting, Tax Research, Corporate Tax, Tax, Accounting
Education
Baruch College, City University of New York (CUNY) 2004 — 2005
MS, Taxation
Baruch College, City University of New York (CUNY) 2000 — 2004
BBA, Accountancy
Brown Brothers Harriman April 2015 - July 2015
LABUR January 2015 - April 2015
Cambridge Associates 2008 - April 2014
International Fund Services (Ireland) Ltd, A State Street Company 2005 - 2008
JP Morgan Chase 2000 - 2005
State Street 1990 - 2000
Skills
Mutual Funds, Hedge Funds, Alternative Investments, Fixed Income, Equities, Investments, Bloomberg, Fund Accounting, Private Equity, Asset Management, Securities, Fund Administration, Portfolio Management, Financial Services, Accounting, Financial Risk, Auditing, Internal Controls, ETFs, Management, Leadership, Business Development, Insurance, Swaps, Options, Futures, Quality Assurance, Derivatives, Fund Of Funds, Finance, Cash Management, Valuation, Financial Analysis, Risk Management, FX Options, Financial Reporting, Financial Modeling, Back Office, Middle Office, Banking, Due Diligence, Internal Audit, Account Reconciliation, Relationship Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 1996 — 1998
Masters in Finance
Saint Michael's College 1986 — 1990
Bachelor of Science (B.S.), Business Administration and Management, General
International Fund Services (NA) LLC, A State Street Company August 2013 - Present
International Fund Services (Ireland) Ltd, A State Street Company October 2012 - August 2013
International Fund Services (Ireland) Ltd, A State Street Company April 2011 - October 2012
International Fund Services (Ireland) Ltd, A State Street Company June 2007 - March 2011
Brendon Corr Inc January 2004 - August 2006
Smith Barney February 2006 - May 2006
G & L Partners August 2005 - August 2005
Skills
Trading, Fixed Income, Equities, Bloomberg, Hedge Funds, Portfolio Management, Options, Finance, Securities, Derivatives, FX Options, Credit Derivatives, Bloomberg Terminal, Bonds, IDC, Reuters, Futures, Swaps, Middle Office, Financial Analysis, Commodity, Fund Of Funds, Mutual Funds, Markitwire
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2010 — 2012
MBA, Finance, Management & Business Strategy
Hofstra University 2003 — 2007
BBA, Finance, Management
International Fund Services (Ireland) Ltd, A State Street Company October 2012 - Present
Proverian Capital, LLC October 2007 - November 2011
Pacific Life January 2002 - August 2007
Viking SupplyNet September 1998 - December 2001
American Airlines August 1997 - July 1998
Skills
Proactivity, Project Management, Creative Writing, Due Diligence, Life Settlements, Hedge Funds, KYC, Training, Proofreading, Anti Money Laundering..., Document Drafting, Client Relationship..., Highly Adaptable, Team Management, OFAC, Internal Customer..., Independent Thinker, Attitude, SharePoint, Access, Editing, Microsoft Office, Universal Life, Variable Life, Compensation, Cash Handling, Supervisory Experience, Staff Training, Customer Retention, Questionnaires, Intercultural..., International Relations, DDQ, Compliance, Regulatory Affairs, Legal Compliance, Legal Documentation, Internal Communications, Project Coordination, White Papers, Self Starter, Report Generation, Corporate Blogging, Remediation, Humorist, Analysis, Insurance, Financial Risk, Management, Leadership
Education
North Central College 1993 — 1997
BA
York Community High School 1989 — 1993
Millenia Medical Staffing May 2013 - Present
Dixon Hughes Goodman LLP February 2013 - May 2013
Riot Sailing, LLC January 2012 - October 2012
International Fund Services (Ireland) Ltd, A State Street Company March 2010 - December 2011
Harmon Law Offices, P.C. December 2009 - March 2010
Skills
Microsoft Excel, Financial Analysis, Microsoft Word, Microsoft Office, Accounting, Bloomberg Terminal, Customer Service, Sailing, Yachting, PowerPoint, Outlook, Financial Services, Financial Modeling, Research, Mutual Funds, Real Estate, Economics, Analysis, Investments, Equities, Organizational..., Professional..., Ethical Decision Making, Recruiting, Gmail, Valuation, Account Reconciliation
Education
College of Charleston 2005 — 2009
BS, Accounting
Dartmouth High School
Pernod Ricard USA September 2015 - Present
Pernod Ricard USA September 2012 - September 2015
Tokio Marine Management January 2012 - May 2012
Moody's Investor Services January 2007 - January 2012
International Fund Services (Ireland) Ltd, A State Street Company January 2006 - January 2007
SAC Capital July 2003 - January 2006
Citi March 2001 - July 2003
Skills
Talent Management, Strategic Sourcing, Strategic Thinking, Employer Branding, Workforce Planning, Onboarding, Social Networking..., Vendor Management, Full-cycle Recruiting, College Recruiting, Executive Search, Metrics Reporting, Applicant Tracking...
Education
Mercy College 2002 — 2004
Master of Science (MS), Human Resources Management
Kandell, Farnworth & Pubins, CPA's October 2014 - Present
Bridgehampton National Bank November 2012 - October 2014
Markowitz, Fenelon & Bank, LLP October 2006 - October 2012
International Fund Services (Ireland) Ltd, A State Street Company March 2006 - September 2006
International Fund Services (Ireland) Ltd, A State Street Company August 2005 - March 2006
Skills
Fair Value, GAAP, Financial Statements, US GAAP, Financial Accounting, Tax Preparation, SEC filings, Revenue Recognition, General Ledger, Accounting, Auditing, Banking, Internal Audit, Internal Controls, SEC Filings
Education
Hofstra University 2007 — 2010
Master of Business Administration, Accounting
Loyola University Maryland 2001 — 2005
Bachelor of Business Administration, Finance
BNY Mellon June 2014 - Present
The Boston Company April 2013 - June 2014
International Fund Services (Ireland) Ltd, A State Street Company June 2012 - April 2013
State Street Global Advisors June 2011 - August 2011
Skills
Mutual Funds, Securities, Accounting, Alternative Investments, Asset Allocation, Bloomberg, Hedge Funds, Valuation, Equities, Asset Management
Education
College of the Holy Cross 2008 — 2012
BA, Economics
National University of Ireland, Galway 2010 — 2011
Economics
Hingham High School 2004 — 2008
Citco Fund Services December 2014 - Present
State Street February 2014 - November 2014
IFS, State Street September 2012 - February 2014
IFS, State Street September 2007 - October 2012
International Fund Services (Ireland) Ltd, A State Street Company March 2005 - September 2007
Skills
Hedge Funds, Fund Accounting, Fund Administration, Corporate Actions, Equities, Private Equity, Alternative Investments, Account Reconciliation, Financial Reporting, Portfolio Management, Excel, Accounting, Securities, Bloomberg, Fund Of Funds, Options, Word, First Aid, Cpr Certified, AED, Middle Office, Financial Analysis, NAV, Financial Services, Fixed Income, Swaps, Valuation, Financial Modeling, Microsoft Excel, Derivatives, Mutual Funds, Financial Statements, Auditing, Bloomberg Terminal, Microsoft Word, FX Options, VBA, Pricing
Education
National University of Ireland, Maynooth 2001 — 2004
Joint Honours Degree, Finance and Economics
Salesian College, Celbridge 1996 — 2001
McKinsey & Company September 2015 - Present
International Fund Services (Ireland) Ltd, A State Street Company June 2012 - August 2015
Laidlaw & Company December 2011 - May 2012
Skills
Microsoft Office, Collateral Management, Bloomberg, Microsoft Excel, Hedge Funds, Research, Financial Analysis, Fixed Income, Investments, Valuation, Equities, Securities, Asset Managment, Bloomberg Terminal, Financial Services
Education
University of Scranton 2007 — 2010
Bachelor's, Business Communication
Molloy College 2011 — 2013
MBA, Finance
Kellenberg Memorial High School 2002 — 2006
Colonial Consulting LLC June 2014 - Present
International Fund Services (Ireland) Ltd, A State Street Company June 2012 - June 2014
Citco Fund Services January 2010 - May 2012
HSBC Bank NA March 2008 - April 2009
HSBC March 2005 - March 2008
Skills
Hedge Funds, Investor Relations, Private Equity, Asset Managment, Fund Administration, Microsoft Excel, Microsoft Office, Volunteering, Mentoring, Asset Management, Securities, Finance, Fund Of Funds, Bloomberg, Event Management, Equities, Fixed Income, Financial Services, Investments
Education
Walden University 2013 — 2015
Master of Science (M.S.), Higher Education/Higher Education Administration
Delaware State University 1999 — 2003
Bachelor of Arts (B.A.), Political Science and Government
Walden Group March 2012 - Present
eTutorschool.com -- ETS Global Network, LLC August 2014 - Present
eTutor School, iTalki, Live English, Blue English March 2014 - Present
Epoch Times December 2013 - Present
Not for Profit January 2014 - May 2014
Therapath, LLC July 2010 - March 2012
Neighborhood Coalition for Shelter December 2008 - July 2010
International Fund Services (Ireland) Ltd, A State Street Company December 2007 - November 2008
Deutsche Bank September 2007 - December 2007
Small Business Guarantee and Finance Corporation July 2006 - July 2007
Skills
Research, PowerPoint, Microsoft Office, Outlook, Management, Access, Business Services, Software Documentation, Databases, Banking, Administrative..., Business Valuation, Marketing, Mergers & Acquisitions, Surveying, Data Entry, Strategy, Time Management, SEC filings, E-commerce, Program Management, MS Office Suites, Novopath Database and..., HRA PACT Database, NYC MED Database..., AWARDS, , CAIRS and OMH Patient..., Technicals, ESL, Teaching English as a..., Public Speaking
Education
University of the Philippines 2002 — 2006
Bachelor of Science (BS), Agricultural Economics
University of Phoenix 2009 — 2011
Master of Business Administration (M.B.A.), Business Administration and Management, General
Lux Remodeling LLC May 2013 - Present
Houston Habitat for Humanity February 2012 - April 2013
Hinduja Capital Advisors, Inc. February 2008 - July 2011
ICON Investments December 2006 - January 2008
International Fund Services (Ireland) Ltd, A State Street Company December 2005 - December 2006
Skills
Valuation, Investments, Financial Modeling, Financial Analysis, Microsoft Excel, Project Management, Budgets, Business Development, Due Diligence, Hedge Funds, Financial Services, Risk Management, Real Estate, Banking, Trading, Entrepreneurship, Carpentry, Corporate Finance, Start-ups, Venture Capital, Roofers, Home Renovation
Education
University of Colorado Boulder 2001 — 2005
B.A., Economics
New Mexico Military Institute 2000 — 2001
Business
Douglas Elliman Real Estate July 2012 - Present
Virtusa July 2010 - July 2012
TIAA-CREF December 2007 - January 2010
International Fund Services (Ireland) Ltd, A State Street Company December 2006 - September 2007
Premium Capital Funding 2004 - December 2006
Smith Barney May 2004 - September 2004
Skills
Bloomberg, Excel, PowerPoint, Access, Word, Impact Accounting, Visio, FactSet, Omgeo Oasys, CTM, Microsoft Word, Microsoft Excel, Asset Managment, Fixed Income, Portfolio Management, Financial Services, Investments, Investment Banking, Hedge Funds, Derivatives, Asset Management, Finance, Banking, Equities, Analysis, Mergers & Acquisitions, Business Development, Structured Finance, Trading, Management, Options
Education
Hofstra University 2003 — 2006
Finance, Finance
New York Life Insurance Company February 2014 - Present
Neuberger Berman March 2010 - February 2014
State Street June 2007 - March 2010
International Fund Services (Ireland) Ltd, A State Street Company June 2007 - March 2010
American Corporate Benefits October 2006 - May 2007
JP Morgan Chase July 2006 - August 2006
Buck Sturmer 2004 - 2005
Skills
Fixed Income, Hedge Funds, Trading, Accounting, Portfolio Management, Equities, PowerPoint, Microsoft Excel, Asset Managment, Microsoft Office, Due Diligence, Asset Management, Bloomberg, Financial Services, Mutual Funds, Investments, Finance
Education
Baruch College, City University of New York (CUNY) 2004 — 2007
BBA, Economics, Mathematics
Francis Lewis 1999 — 2003
Mackenzie Investments March 2011 - April 2015
Portland Private Equity March 2010 - March 2011
International Fund Services (Ireland) Ltd, A State Street Company April 2008 - October 2008
Citco Fund Services July 2007 - March 2008
Citco Fund Services January 2006 - June 2007
Skills
Financial Reporting, Financial Analysis, Hedge Funds, Accounting, Mutual Funds, Fund Of Funds, Private Equity, Planning, Fund Administration, Financial Statements, Investments, IFRS, Project Planning, Auditing, Account Reconciliation, Analysis, Fund Accounting, Portfolio Management, Valuation, Corporate Finance, Financial Modeling, Finance, Alternative Investments, Financial Services, Asset Allocation
Education
McMaster University 2015 — 2016
Public Relations Certificate
Goodman School of Business at Brock University 2009 — 2010
Master of Accountancy
Canadian Securities Institute
CSC
Brock University 2000 — 2004
BBA (Honours) First Class Standing, Finance Concentration
Etsy June 2015 - Present
Etsy November 2013 - Present
Etsy May 2013 - November 2013
Etsy August 2012 - April 2013
Fortress Investment Group April 2011 - July 2012
International Fund Services (Ireland) Ltd, A State Street Company March 2010 - April 2011
Education
State University of New York College at Oneonta 2006 — 2009
Bachelor of Science (B.S.), Business Economics
Scotia iTRADE February 2009 - May 2012
Younes Qaryzada LTD February 2010 - January 2012
International Fund Services (Ireland) Ltd, A State Street Company April 2008 - February 2009
RBC Dexia Investor Services January 2006 - February 2007
Skills
Hedge Funds, Equities, Derivatives, Fund Accounting, Mutual Funds, Fixed Income, Bloomberg, FX Options, Securities, Fund Administration, Investments, Asset Managment, Banking, Capital Markets, Valuation, Portfolio Management, Financial Analysis, Risk Management, Trading, Strategic Financial...
Education
University of Ottawa / Université d'Ottawa 2002 — 2002
Master of Arts (MA), Economics
Laurentian University - Huntington University 1998 — 2001
BA HON, Economics
Church Pension Group 2006 - Present
Church Pension Group 2003 - 2006
International Fund Services (Ireland) Ltd, A State Street Company 2002 - 2003
VALUE LINE PUBLISHING, INC. 2001 - 2002
VALUE LINE PUBLISHING, INC. 2000 - 2001
Skills
Equities, Asset Managment, Portfolio Management, Capital Markets, Financial Modeling, Financial Analysis, Social Media, Fixed Income, Financial Reporting, Accounting, Risk Management, Bloomberg, Business Analysis, Alternative Investments, Finance, Access, Private Equity, Investments, Analysis, Hedge Funds, Derivatives, Asset Management
Education
Saint John's University - Peter J. Tobin College of Business 2008 — 2012
MBA, Finance
Baruch College 1996 — 2000
BA, Finance and Investments
Toys R Us November 2014 - Present
Toys R Us March 2013 - November 2014
Toys R Us March 2012 - March 2013
Toys R Us June 2010 - March 2012
Toys R Us June 2009 - August 2009
International Fund Services (Ireland) Ltd, A State Street Company June 2008 - August 2008
Skills
Email Marketing, Marketing, Direct Mail, Direct Marketing, Social Media Marketing, Event Management, Management, Creative Direction, Project Management, Advertising, Marketing Communications, Digital Marketing, Brand Management, Market Research, Marketing Management
Education
Bryant University 2006 — 2010
Bachelor of Science, Management, Minors: Marketing & Legal Studies
Bryant University
J.P. Morgan January 2015 - Present
International Fund Services (Ireland) Ltd, A State Street Company July 2011 - December 2014
CACEIS (USA) Inc. October 2009 - April 2010
CACEIS (USA), Inc. January 2007 - October 2009
CACEIS (USA) Inc. August 2005 - February 2007
Skills
Asset Managment, Due Diligence, Private Equity, Fund Of Funds, Portfolio Management, Mutual Funds, Securities, Process Improvement, Cross-functional Team..., Management, Investor Relations, Strategic Planning, Business Development, Budgets, Finance, Hedge Funds, Asset Management, Investments
Education
Clark Atlanta University 1998 — 2000
MBA, Marketing
Spelman College 1994 — 1998
B.A., English
Caxton Associates September 2014 - Present
International Fund Services (Ireland) Ltd, A State Street Company May 2013 - August 2014
International Fund Services (Ireland) Ltd, A State Street Company July 2009 - May 2013
McGraw-Hill May 2008 - September 2008
Rider University February 2007 - May 2007
Skills
Bloomberg, Equities, Microsoft Office, Derivatives, Hedge Funds, Fund Accounting, Options, Microsoft Excel, Swaps, Account Reconciliation, Bonds
Education
Rider University 2009 — 2011
MBA, Finance
Rider University 2005 — 2009
BSBA, Accounting, Magna Cum Laude
Traiana June 2015 - Present
Traiana May 2013 - May 2015
Traiana June 2011 - May 2013
Traiana April 2010 - June 2011
International Fund Services (Ireland) Ltd, A State Street Company 2005 - 2008
Fidelity 2004 - 2006
Skills
Post Trade Systems, Fix Protocol, Equities, Fixed Income, Options, Trading, Equity Derivatives, FX Options, Back Office, Market Data, Financial Markets, Trading Systems, Electronic Trading, Derivatives, Strategy, Prime Brokerage, Middle Office, Financial Services, Foreign Exchange, Hedge Funds
Education
Arizona State University
State University of New York College at Oneonta
Business Econimics, International Business, Marketing
Victoria University
BlueCrest Capital Management September 2014 - Present
International Fund Services (Ireland) Ltd, A State Street Company February 2012 - September 2014
Hudson Wealth Advisors June 2011 - August 2011
Morgan Stanley Smith Barney September 2010 - December 2010
TGS Financial Advisors June 2010 - August 2010
Global Industries, Inc. June 2005 - August 2008
Skills
Hedge Funds, Financial Analysis, Financial Modeling, Strategic Financial..., Corporate Finance, Fixed Income, Securities, Derivatives, Investments, Valuation, Portfolio Management, Bloomberg Terminal, Strategic Planning, Reuters 3000, Customer Service, Equities, Financial Planning
Education
Towson University 2007 — 2011
Bachelor of Science, Finance
International Fund Services (Ireland) Ltd, A State Street Company October 2010 - Present
Loews Corporation May 2009 - August 2009
Peek-a-Boo September 2008 - March 2009
Pump Energy Food November 2007 - May 2008
Education
Baruch College, City University of New York (CUNY) 2007 — 2010
BBA Accountancy, Accounting, Finance
Medi-son Solutions LLC August 2010 - February 2014
Southeastern Dental Care, PC June 2012 - November 2013
International Fund Services (Ireland) Ltd, A State Street Company March 2010 - August 2011
Skills
Mutual Funds
Education
Stony Brook University 2005 — 2009
Bachelor, Economics, 3.78 GPA
Sirios Capital Management May 2014 - Present
Brown Brothers Harriman September 2012 - May 2014
International Fund Services (Ireland) Ltd, A State Street Company August 2007 - September 2012
Rockport Mortgage Corporation June 2006 - August 2006
Skills
Hedge Funds, Bloomberg, Financial Analysis, Equities, Financial Modeling, Microsoft Excel, Valuation, Alternative Investments, Fixed Income, Mutual Funds, Securities, Fund Accounting, Fund Administration, PowerPoint, Derivatives, Accounting, Bonds, Microsoft Office, Credit, Banking, Bloomberg Terminal
Education
College of the Holy Cross 2003 — 2007
Bachelor of Arts, Economics
St. Stephen of Hungary School January 2013 - Present
Viking Global Investors 2002 - 2006
International Fund Services (Ireland) Ltd, A State Street Company January 1998 - January 2002
International Fund Services (Ireland) Ltd, A State Street Company 1998 - 2002
New Bond January 1996 - January 1998
Applied Computing Systems Institute Of MA January 1995 - January 1996
Computer Science Dept. University of Massachusetts 1995 - 1996
Skills
Equities, Derivatives, Hedge Funds, Options, Trading, FX Options, Portfolio Management, Prime Brokerage, Swaps, Settlement, Mutual Funds
Education
Indiana University of Pennsylvania 1991 — 1995
Bachelor of Arts (B.A.), Psychology
Fortress Investment Group December 2011 - Present
International Fund Services (Ireland) Ltd, A State Street Company June 2007 - December 2011
Investors Bank & Trust/International Fund Services January 2006 - June 2007
Skills
Bloomberg Terminal, IDC, Reuters, DTCC, Markit, Super Derivatives, Wall Street Office, Alternative Investments, Asset Managment, Derivatives, Equities, FX Options, Financial Analysis, Fixed Income, Hedge Funds, Mutual Funds, Options, Private Equity, Credit Derivatives
Education
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2010
Master of Business Administration (M.B.A.)
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2009
M.S IN FINANCE
CAIA
University of Massachusetts, Amherst 2001 — 2005
BBA, FINANCE, Sum Laude
PwC April 2015 - Present
Ocwen Financial Corporation June 2013 - March 2015
Ernst & Young October 2010 - May 2013
Ernst & Young September 2008 - October 2010
Ernst & Young June 2007 - August 2007
International Fund Services (Ireland) Ltd, A State Street Company May 2006 - August 2006
Skills
Financial Advisory, Strategy, Risk Management, Financial Services, Auditing, Mortgage Lending, Requirements Gathering, Financial Analysis, Consulting, Financial Reporting, Due Diligence
Education
University at Albany, SUNY 2004 — 2008
Bachelor's, Accounting & Business Administration
International Fund Services (Ireland) Ltd, A State Street Company December 2009 - Present
SciMedMedia August 2008 - July 2009
Volunteer Income Tax Assistance (VITA) February 2009 - April 2009
Lipsky Goodkin & Co., P.C. February 2007 - August 2008
Volunteer Income Tax Assistance (VITA) February 2008 - April 2008
Education
Baruch College, City University of New York (CUNY) 2006 — 2009
BBA, Accountancy
AlphaSimplex Group, LLC April 2015 - Present
JPMorgan Chase December 2013 - April 2015
State Street Alternative Investment Solutions March 2011 - August 2013
International Fund Services (Ireland) Ltd, A State Street Company January 2010 - March 2011
Putnam Investments September 2007 - April 2009
Skills
Hedge Funds, Financial Analysis, Microsoft Excel, Mutual Funds, Interpersonal Skill, Investor Relations, Financial Reporting, Financial Accounting, Hedge Accounting, Corporate Finance, Customer Service, Alternative Investments, Microsoft Office, Ad Hoc Reporting, Relationship Management, Performance Analysis, Analytics, Banking, Finance, ERISA, Interpersonal..., Asset Managment, Account Reconciliation, Trading, Investments, Financial Statements, Valuation, Securities, Bloomberg, Bloomberg Terminal, Equities, Fixed Income, Fund Of Funds, Fund Administration, Accounting, Reconciliation, Statements, Monthly Reporting, Trade Processing, Advent, Swaps, Repos
Education
University of Massachusetts 2005 — 2009
Bachelor of Science, Business Administration; Finance and Marketing
University of Massachusetts Lowell 2005 — 2009
Bachelor's degree, Finance and Marketing
Bulger Partners April 2013 - Present
International Fund Services (NA) LLC, A State Street Company January 2012 - April 2013
International Fund Services (Ireland) Ltd, A State Street Company September 2010 - January 2012
International Fund Services (Ireland) Ltd, A State Street Company November 2007 - September 2010
Skills
Fund Accounting, Hedge Funds, Fund Administration, Bloomberg, Financial Reporting, Mutual Funds, Corporate Actions, Derivatives, Fixed Income, Securities, Alternative Investments, Bloomberg Terminal, Financial Services, Fund Of Funds, NAV, Finance, Investments
Education
Salve Regina University 2003 — 2007
Bachelor of Arts, Business Management
BBR Partners March 2012 - Present
Rochdale Investment Management April 2011 - March 2012
International Fund Services (Ireland) Ltd, A State Street Company September 2009 - April 2011
National Life Group January 2008 - May 2009
Skills
Advent APX, Advent Axys, Microsoft Office, Pivot Tables, Equities, Axys
Education
Saint Michael's College 2005 — 2009
B.S, Business Administration; International Business, and Italian
Harwood Union High School 2001 — 2005
IEA - Investors Economic Assurance LLC June 2015 - Present
Conifer Financial Services January 2014 - October 2014
International Fund Services (Ireland) Ltd, A State Street Company December 2012 - January 2014
J.P. Morgan Asset Management January 2007 - November 2012
GlobeOp Financial Services 2003 - 2006
Pimco Advisors June 1998 - October 2003
SBSF June 1993 - April 1999
Skills
Fund Accounting, Hedge Funds, Fixed Income, Derivatives, Fund Of Funds, Alternative Investments, Bloomberg, Middle Office, Auditing, Accounting, Asset Management, Financial Reporting, Prime Brokerage, Equities, Mutual Funds, Portfolio Management, Operations Management, Document Management, Project Management, Regulatory Requirements, Business Analysis, Onboarding, Budgets, Board Relations, Board Governance, New Hire Training, Compliance, Budget, Dodd-Frank, Regulatory Reporting, Investor Relations, KYC, Anti Money Laundering, OFAC
Education
SUNY Canton 2015 — 2016
Bachelor of Business Administration (BBA), Accounting and Finance
Iona College 2001 — 2005
State Street - International Fund Services March 2011 - Present
International Fund Services (Ireland) Ltd, A State Street Company February 2002 - April 2010
Morgan Stanley January 2000 - February 2002
Skills
Hedge Funds, Fixed Income, Bonds, Bloomberg, Derivatives, Equities, Options, Fund Accounting, FX Options, Middle Office, Fund Administration, Swaps, Alternative Investments, Corporate Actions, Securities, Mutual Funds, Asset Management, Financial Services, Valuation, Trading Systems
Education
Rutgers, The State University of New Jersey-New Brunswick 1995 — 2000
BA, Economics
University High School 1991 — 1995
Bachelor of Arts (B.A.), Economics
International Fund Services (Ireland) Ltd, A State Street Company February 2011 - Present
Deloitte August 2007 - July 2011
International Fund Services December 2002 - May 2007
Ernst & Young December 2000 - November 2002
Skills
International Tax, Tax Advisory, Tax, Asset Managment, Hedge Funds, Financial Structuring, Fund Of Funds, Tax Law, Cross-border..., Corporate Tax, Restructuring, Mergers, Big 4, Income Tax, Accounting, Tax Accounting, Funding
Education
City University of New York-Baruch College 1997 — 2000
Bachelor of Business Administration (B.B.A.), Accounting
Uzbek State World Languages University 1994 — 1996
BNP Paribas November 2013 - Present
HedgeServ October 2005 - October 2013
International Fund Services (Ireland) Ltd, A State Street Company June 2002 - October 2005
Prudential April 1999 - August 2000
Skills
Agile Methodologies, XML, Java Enterprise Edition, SQL, Tomcat, Hibernate, Spring Framework, Microsoft SQL Server, Web Applications, Software Development, Test Driven Development, Sybase, Spring, JUnit, Core Java, Flex, JavaScript, Java, JSP, Extreme Programming, SWIFT Messaging
Education
New Jersey Institute of Technology 1994 — 1999
BS, Actuarial Science and Statistics
International Trading Group January 2006 - Present
Archelon Group December 2004 - December 2005
International Fund Services (Ireland) Ltd, A State Street Company January 2004 - November 2004
Skills
C#, C++, VBA, Perl, SQL, Shell Scripting, Unix, Linux
Education
Columbia University in the City of New York 2002 — 2003
Master, Financial Engineering
The University of Texas at Austin 1999 — 2002
B.S., Computer Science and Statistics
Linden Fire Department November 2013 - Present
BMW Financial Services November 2012 - October 2013
MetLife January 2012 - November 2012
E*TRADE Financial October 2011 - February 2012
Merrill Lynch June 2011 - October 2011
International Fund Services (Ireland) Ltd, A State Street Company May 2008 - January 2010
The Childrens Place 2007 - 2007
Skills
Financial Analysis, Finance, Financial Services, Accounting, Analysis, Business Analysis, Financial Modeling, Financial Reporting, Financial Risk, Forecasting, Management, Microsoft Excel, Microsoft Office, Portfolio Management, Sales
Education
Montclair State University 2004 — 2008
Bachelors, Finance
AutoPoint, a Solera Company April 2014 - Present
Worldsfair Software Corp. 2011 - Present
Bridgewater Associates September 2013 - January 2014
International Fund Services (Ireland) Ltd, A State Street Company 1998 - 2010
Skills
Agile Methodologies, Management, Strategic Planning, Software Development, SQL, Program Management, Strategy, Project Management, Microsoft Excel, Software Project..., Java, JavaScript, AngularJS, WPF, C#
Education
Boston College 1993 — 1997
BS, Physics
AppNexus June 2014 - March 2015
AppNexus March 2013 - June 2014
The Deal LLC April 2012 - February 2013
Barclays Capital December 2011 - March 2012
Intermarket Corporation August 2011 - October 2011
International Fund Services (Ireland) Ltd, A State Street Company January 2010 - June 2011
Gracie Capital March 2009 - January 2010
Helianthus NY January 2009 - March 2009
Hush June 2008 - August 2008
Dell Et Ruhs Public Relations September 2007 - December 2007
Skills
Client Services, Hedge Funds, Customer Relations, Back Office, KYC, Customer Service, Microsoft Excel, Financial Services, Salesforce.com, Account Management, Public Relations, Marketing, Sales Operations, Advertising
Education
Loyola Marymount University, College of Business Administration 2004 — 2008
Bachelors of Business Administration, Marketing and International Business, History Minor
Accenture October 2011 - Present
IFS July 2008 - October 2011
International Fund Services (Ireland) Ltd, A State Street Company June 2004 - July 2008
Morgan Stanley Smith Barney September 2003 - January 2004
Skills
Equities, Bonds, Econometrics, Risk Management, Credit Risk, Market Risk, Credit Derivatives, Interest Rate..., PowerPoint, Sales Management, Change Management, Sales, Hedge Funds, Fixed Income, Financial Risk, Capital Markets
Education
Fairfield University 2000 — 2004
Bachelor's, Economics, Finance, Philosophy
Lorenzo DiMedici Art Institute 2003 — 2003
SS&C GlobeOp November 2014 - Present
International Fund Services (Ireland) Ltd, A State Street Company January 2010 - November 2014
JP Morgan Chase September 2007 - January 2010
GlobeOp Finacial Services 2006 - 2007
GlobeOp 2006 - 2007
Skills
Derivatives, Equities, Fixed Income, Bloomberg, Alternative Investments, Fund Administration
Education
Fordham University 2001 — 2005
BS, Accounting and Finance
HedgeServ January 2012 - Present
HedgeServ June 2009 - December 2011
International Fund Services (Ireland) Ltd, A State Street Company January 2007 - May 2009
Skills
Hedge Funds, Endowment Funds, MS Excel Pivot Tables, Derivatives, Financial Reporting, FX Options, Management, Equities, Alternative Investments, Asset Management, Securities, Microsoft Excel, Financial Modeling, Fund Accounting, Fixed Income, Bloomberg, Valuation, Options
Education
University of Richmond 2000 — 2004
Bachelor of Arts (B.A.), Political Science and Government
JBFRANKLIN, LLC December 2013 - Present
Dirk A Gould Realty May 2014 - Present
Hansen Realty, Inc November 2013 - May 2014
Michael J. Liccar & Co. April 2002 - November 2013
International Fund Services (Ireland) Ltd, A State Street Company November 2000 - April 2002
Julien J. Studley 2000 - 2000
Wanger Asset Management 1994 - 2000
Skills
Hedge Funds, Accounting, Alternative Investments, Fund Of Funds, Investments, Risk Management, Derivatives, Valuation, Asset Management, Equities, Portfolio Management, Finance, Securities, Mutual Funds, Real Estate, Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1994 — 1998
Master of Business Administration (MBA), Managerial Accounting
Illinois State University 1990 — 1993
Bachelors, Finance, Accounting, and Law
Jane Adams Middle School
HedgeServ May 2006 - January 2013
International Fund Services (Ireland) Ltd, A State Street Company 2002 - 2006
Reuters May 2002 - December 2002
Haver Analytics April 2001 - April 2002
Skills
Hedge Funds, Alternative Investments, Fund Of Funds, Fixed Income, Equities, Derivatives, Options, FX Options, Swaps, Futures, Credit Derivatives, Bloomberg, Reuters, Trading Systems, Capital Markets, Trading, Equity Derivatives
Education
City University of New York-Baruch College - Zicklin School of Business 1997 — 2002
BBA, Finance and Investments
Brooklyn Technical High School 1993 — 1997
Civil Engineering
International Fund Services (NA) LLC, A State Street Company February 2015 - Present
International Fund Services (Ireland) Ltd, A State Street Company April 2011 - Present
International Fund Services (Ireland) Ltd, A State Street Company March 2010 - April 2011
International Fund Services (Ireland) Ltd, A State Street Company January 2008 - February 2010
International Fund Services (Ireland) Ltd, A State Street Company August 2005 - December 2008
Skills
Process Improvement, Management, Middle Office, Business Analysis, Fixed Income, Equities, Change Management, Business Strategy, Strategic Planning, Bloomberg, SWIFT messaging, Hedge Funds, Market Data, Derivatives, FX Options, Options, Securities
Education
The Citadel
Bachelor of Science (B.S.), Business Administration
SEFCU September 2011 - Present
Rensselaer Polytechnic Institute May 2010 - September 2011
International Fund Services (Ireland) Ltd, A State Street Company April 2008 - May 2009
Skills
Financial Analysis, Bloomberg, Financial Modeling, Securities, Fixed Income, Financial Reporting, Equities, Hedge Funds, Risk Management, Asset Managment, Portfolio Management, Capital Markets, Derivatives, Microsoft Excel, PowerPoint
Education
Le Moyne College 2003 — 2007
B.S., Finance
International Fund Services (NA) LLC, A State Street Company May 2015 - Present
State Street 2005 - Present
International Fund Services (NA) LLC, A State Street Company May 2014 - May 2015
International Fund Services(Ireland) January 2008 - May 2014
International Fund Services 2000 - 2014
International Fund Services (Ireland) Ltd, A State Street Company 2000 - 2014
International Fund Services (IFS) Ireland March 2006 - September 2008
Skills
Capital Markets, Hedge Funds, Fund Accounting, Derivatives, Fund Administration, Fund Of Funds, Accounting, Equities, Alternative Investments, Fixed Income, Bloomberg, Back Office, Corporate Actions, Mutual Funds, Middle Office
Education
Dublin Business School 2001 — 2003
Certificate and Diploma in Mutual Funds, Mutual Funds
University Of Ulster Magee 1987 — 1991
BA (Hons), Hotel and Tourism Management
FundCount, LLC February 2012 - Present
GlobeOp Financial Services 2011 - 2011
International Fund Services (Ireland) Ltd, A State Street Company 2005 - 2011
DPM Mellon 2004 - 2005
PFPC June 2000 - December 2003
Skills
Hedge Funds, Financial Analysis, Fixed Income, Bloomberg, Equities, Derivatives, Fund Accounting, Mutual Funds, Fund Administration, Securities, Alternative Investments, FX Options, Options, Swaps, Corporate Actions, Fund Of Funds, Microsoft Excel, Leadership, Financial Services, Portfolio Management, Middle Office, Bloomberg Terminal, Business Analysis, Back Office, Equity Derivatives, Bonds, VBA, Microsoft Word, Software Implementation, Project Management, Software Implementation...
Education
Indiana University of Pennsylvania
The University of Texas at Arlington
International Fund Services (Ireland) Ltd, A State Street Company May 2007 - Present
PFPC March 2005 - May 2007
Skills
Derivatives
Education
Rider University 2000 — 2004
Bachelor of Science (BS), Economics
International Fund Services (NA) LLC, A State Street Company 2014 - Present
International Fund Services (Ireland) Ltd, A State Street Company October 2007 - 2014
CGI-AMS 2005 - 2007
Chroma Technology Corp 2002 - 2004
Skills
Lightroom, Photography, Adobe Creative Suite, ETL Tools, Microsoft Office, Pervasive, Unix Shell Scripting, Microsoft Excel, HTML, Photoshop, Databases, CSS, SQL, Java, Software Development, XML, Linux, JavaScript, Management, ETL, Full SDLC, ETL Testing, Lead Development
Education
Rensselaer Polytechnic Institute 2001 — 2005
BS, Information Technology
International Fund Services (Ireland) Ltd, A State Street Company September 2010 - Present
Baruch College - MFE September 2008 - June 2011
Grunwald Capital 2007 - 2009
Adotube 2007 - 2008
Skills
Valuation, Derivatives, Quantitative Finance, Interest Rate..., Volatility, Bloomberg, R, Fixed Income, Options, Quantitative Analytics, VBA, Financial Modeling, Equities, Market Risk, Data Analysis, Hedge Funds, Portfolio Management, Statistics, Risk Management, Monte Carlo Simulation, Time Series Analysis, C++, Python, FX Options
Education
Baruch College, City University of New York (CUNY) 2008 — 2010
MS, Financial Engineering
Baruch College, City University of New York (CUNY) 2005 — 2008
BBA, Finance and Investments
Moscow Aviation Institute (National Research University)
MS, Applied Mathematics and Physics
Gravitas June 2007 - Present
International Fund Services (Ireland) Ltd, A State Street Company January 2002 - June 2007
Skills
Fixed Income, Hedge Funds, Business Analysis, Derivatives, Financial Services, Equities, Risk Management, Trading Systems, Management Consulting, Portfolio Management, Alternative Investments, Asset Management, Bloomberg, Financial Markets, Capital Markets
Education
University College Dublin 1995 — 1999
Bachelor of Commerce, Intl., Business & Spanish
Data Net Corporation presidentworld wide technologies1993 - Present
State Street 1999 - 2003
International Fund Services (Ireland) Ltd, A State Street Company 1999 - 2003
J.P. Morgan 1996 - 1998
Investment Management Services 1993 - 1995
Moore Capitol management 1993 - 1994
Education
University of Notre Dame 1977 — 1982
Ph.D, Chemical Engineering
Indian Institute of Technology, Madras
NewOak Capital 2010 - Present
State Street 2005 - 2010
International Fund Services (Ireland) Ltd, A State Street Company 2001 - 2010
International Fund Services (Ireland) Ltd, A State Street Company 2001 - 2005
Financial Technologies International 1999 - 2001
Financial Technologies International 1999 - 2001
UBS 1995 - 1999
UBS 1995 - 1999
Skills
Derivatives, Fixed Income, Valuation, Hedge Funds, Credit, Risk Management, Pricing, Portfolio Management, Bloomberg, Equities, Alternative Investments, Trading, Cost Management, Asset Management, Securities, Financial Services, Project Management, Senior Executive..., Capital Markets
Education
Fairfield University 1987 — 1991
B.S., Finance
Canterbury School
International Fund Services (N.A.) L.L.C., A State Street Company September 2011 - Present
International Fund Services (Ireland) Ltd, A State Street Company July 2008 - September 2011
WTS Group April 2007 - June 2008
PricewaterhouseCoopers April 2005 - March 2007
Ernst & Young September 2001 - September 2004
StB Reichenbach & Partner July 1995 - October 2000
Skills
German, Tax, Corporate Tax, Tax Advisory, Hedge Funds, International Tax, Tax Compliance, Tax Accounting, International Tax..., Transfer Pricing, Tax Audits, Accounting, Income Tax, Financial Reporting, Tax Law, VAT, Tax Returns, Due Diligence, Compliance, Tax Services, Financial Accounting, Tax Reporting, Mutual Funds
Education
Johannes Gutenberg-Universität Mainz
JD, attorney-at-law
Chartis September 2011 - Present
Geller & Company July 2011 - October 2011
International Fund Services (Ireland) Ltd, A State Street Company May 2011 - June 2011
Willis, Inc October 2008 - March 2011
WillisHRH May 2004 - October 2008
The McGraw-Hill companies April 2003 - April 2004
The McGraw-Hill companies September 1999 - April 2003
The McGraw Hill Companies December 1997 - September 1999
Empire Blue Cross Blue Shield (WellChoice) May 1996 - November 1997
Skills
Financial Reporting, Accounting, Auditing, Forecasting, Internal Controls, Finance, Financial Modeling
Education
Montclair State University 1986 — 1990
BS, Finance
International Fund Services (Ireland) Ltd, A State Street Company May 2010 - Present
BlackRock June 2007 - February 2009
Goldman Sachs June 2005 - April 2007
State Street January 2000 - June 2005
Skills
Fund Accounting, Hedge Funds, Fund Administration
Education
Rider University 1991 — 1994
BS, Finance
KPMG US February 2014 - Present
Citco Fund Services November 2012 - February 2014
International Fund Services (Ireland) Ltd, A State Street Company January 2010 - October 2012
Skills
CPA
Education
City University of New York-Hunter College 2006 — 2008
MS, Accounting
City University of New York-Baruch College - Zicklin School of Business 2004 — 2006
BBA, Accounting
Queensborough Community College 2002 — 2004
AS, Business Administration
Paulson & Co. November 2014 - Present
Blue Mountain Capital Management September 2013 - November 2014
International Fund Services (Ireland) Ltd, A State Street Company September 2005 - September 2013
Skills
CDS, Bloomberg, Hedge Funds, Fixed Income, Equities, IRS, Total Return Swaps, Futures, FX Options, Options, VBA, Excel, Microsoft Excel
Education
University at Albany, SUNY 2001 — 2005
BS, Business Administration - Finance & Management
International Fund Services (Ireland) Ltd, A State Street Company August 2010 - Present
BofA Merrill Lynch May 2008 - February 2010
Education
Fordham University 2006 — 2010
B.S., Finance
Ernst & Young October 2011 - Present
International Fund Services (Ireland) Ltd, A State Street Company November 2009 - October 2011
International Fund Services (NA) LLC, A State Street Company March 2007 - October 2009
Investors Bank & Trust October 2005 - April 2007
Skills
Financial Analysis, Excel, Tax, Process Improvement, Accounting, Account Reconciliation, Analysis, Project Management, Equities, Mutual Funds, Financial Services, Asset Managment, Securities, Hedge Funds, Fund Accounting, Investments, Alternative Investments, Fixed Income, Derivatives, Finance, Options, Swaps, Fund Of Funds, Tax Accounting, Tax Preparation, CPA, Valuation, Partnership Taxation, Income Tax, Big 4, Tax Research, Bonds
Education
Bentley University 2010 — 2012
MSA, Accountancy, 3.71 GPA
University of Massachusetts, Amherst 2000 — 2004
Bachelors Degree, Business Administration
Insight April 2007 - June 2011
International Fund Services (Ireland) Ltd, A State Street Company April 2003 - April 2007
Datek Online October 1999 - October 2003
Ameritrade October 1999 - October 2003
Skills
Cisco, Telecommunications, VoIP, Troubleshooting, PBX, Network Administration, Microsoft Technologies, Cabling, IT Operations, Wireless Networking, Technical Staff..., IT Service Management, Service Delivery, BPO, Network Operations, Pre-sales Technical..., Post-sales Support, Cisco Call Manager, Unified Communications, Virtualization, Cisco IOS, Managed Services, SIP, Networking
Education
Middlesex County College 1993 — 1995
Kingsborough Community College
Intent Media Inc. July 2014 - Present
International Fund Services (Ireland) Ltd, A State Street Company 2010 - Present
International Fund Services (Ireland) Ltd, A State Street Company 2009 - 2010
State Street - International Fund Services 2006 - 2009
Ralf Bednarz IT Consulting March 2006 - October 2006
H4Tec Graz - Austria March 2004 - February 2006
Skills
SDLC, Business Analysis, Sybase, SQL, Unix, XML, Requirements Analysis, Software Project..., Agile Methodologies, Java
Education
Fachhochschule für Technik und Wirtschaft Berlin 1999 — 2003
Bachelor of Computer Science, Applied Computing
International Fund Services (Ireland) Ltd, A State Street Company April 2010 - Present
JPMorgan Chase August 2008 - February 2010
Lehman Brothers March 2006 - August 2008
PFPC June 2003 - March 2006
Skills
Hedge Funds, Financial Analysis
Education
Philadelphia University 2001 — 2003
MBA, Finance
Stone Run Capital, LLC December 2013 - Present
BNY Mellon June 2012 - November 2013
AMS Capital, Inc. September 2007 - March 2010
Bear Stearns Asset Management April 2007 - September 2007
International Fund Services (Ireland) Ltd, A State Street Company April 2000 - December 2006
Merrill Lynch July 1998 - April 2000
Lehman Brothers July 1998 - April 2000
Skills
Derivatives, Fixed Income, Trading, Hedge Funds, Middle Office, Portfolio Management, Swaps, Financial Risk, Investments, Back Office, Options, Settlement, Alternative Investments, Mutual Funds, Fund Of Funds, Fund Accounting, Collateral Management, CDS
Education
City University of New York-Baruch College - Zicklin School of Business
M.B.A., INTERNATIONAL BUSINESS
Lehigh University
B.A., INTERNATIONAL BUSINESS
International Fund Services (Ireland) Ltd, A State Street Company September 2007 - Present
International Fund Services September 2007 - Present
CACI International July 2005 - March 2006
Aurora Flight Sciences October 2004 - June 2005
The Food Allergy and Anaphylaxis Network March 2004 - October 2004
Education
Ashford University 2011 — 2012
Bachelor's Program-B.A, Social and Criminial Justice
International Fund Services (NA) LLC, A State Street Company September 2014 - Present
International Fund Services, A State Street Company May 2011 - August 2014
International Fund Services (Ireland) Ltd, A State Street Company October 2010 - May 2011
IFS, A State Street Company May 2008 - September 2010
Skills
Fund Accounting, Fund Administration, Hedge Funds, Fund Of Funds, Reconciliations, Fixed Income
Education
McMaster University
Honour Bachelor of Commerce
Phillips, Hager & North February 2015 - Present
Phillips, Hager & North September 2009 - February 2015
International Fund Services (Ireland) Ltd, A State Street Company September 2007 - March 2009
Skills
Mutual Funds, Financial Services, Corporate Actions, Alternative Investments, Auditing, Accounting, Hedge Funds, Account Reconciliation
Education
Limerick Institute of Technology 2003 — 2007
Honors, Business - Accounting And Finance
SS&C GlobeOp April 2014 - Present
Citco Fund Services July 2013 - April 2014
NEUROLOGY CONSULTANTS OF NEW YORK, P.C. New York, NY May 2011 - September 2011
KBC Financial Products February 2006 - December 2008
HVB July 2003 - October 2005
International Fund Services (Ireland) Ltd, A State Street Company August 2000 - July 2003
THE BANK OF TOKYO March 1999 - July 2000
Capital Markets Group's Back Office February 1995 - February 1999
BANKERS TRUST COMPANY March 1994 - February 1995
Ministry of Foreign Trade, Warsaw, Poland May 1989 - September 1989
Skills
Equities, Financial Reporting, Back Office, Bonds, FX, Financial Analysis, Fund Administration, Derivatives, Hedge Funds, Options, FX Options, Trading, Swaps, Portfolio Management, Fixed Income, Middle Office
Education
Baruch College 2011 — 2012
Financial Statement Analysis and Securities Valuation
Pace University - Lubin School of Business 1992 — 1994
BBA, International Management
Warsaw School of Economics 1985 — 1989
Combined B.A./M.B.A, Foreign Trade
International Fund Services (Ireland) Ltd, A State Street Company May 2011 - Present
State Street Corporation March 2007 - May 2011
Skills
Equities, Trading, Securities, Fixed Income, Funding
Education
Saint Joseph's University 1997 — 2001
Bachelor of Arts, Finance
Eaton Filtration April 2015 - Present
Eaton Corporation February 2013 - March 2015
International Fund Services (Ireland) Ltd, A State Street Company February 2011 - February 2013
State Street July 2007 - February 2011
Ortho-Clinical Diagnostics (A Johnson & Johnson Company) April 2006 - September 2006
Ethicon, Inc. (A Johnson & Johnson Company) April 2005 - September 2005
Skills
Hedge Funds, Valuation, Financial Reporting, Portfolio Management, Fund Accounting, data analysis, Accounting, Finance, Forecasting, Microsoft Excel, Budgets, Fixed Income, Account Reconciliation, Equities, Analysis, Data Analysis, Derivatives, Trading, Financial Analysis, Auditing, Securities, Mutual Funds
Education
Rutgers University-New Brunswick 2007 — 2010
MBA, Finance, Management
Drexel University 2004 — 2007
B.S., Finance
International Fund Services (Ireland) Ltd, A State Street Company April 2010 - Present
Education
Carnegie Mellon University 2003 — 2007
BA & BS, Biological Sciences & Political Sciences
International Fund Services (Ireland) Ltd, A State Street Company October 2003 - December 2010
Gruntal & Company 1996 - 2001
Education
Monsignor Farrell High School 1982 — 1996
Baruch College, City University of New York (CUNY) 1986 — 1990
Accounting
International Fund Services (Ireland) Ltd, A State Street Company 2008 - 2009
Investors Bank & Trust 2006 - 2008
State Street Bank 1999 - 2006
Education
University of Utah
BS, Economics
University of Oregon 1992 — 1995
General Studies
BNY Mellon May 2012 - Present
International Fund Services (Ireland) Ltd, A State Street Company December 2009 - April 2012
International Fund Services (Ireland) Ltd, A State Street Company February 2008 - August 2009
Investors Bank & Trust June 2006 - January 2008
Skills
Financial Services, Fund Accounting, Mutual Funds, Accounting, Alternative Investments, Financial Reporting, Bloomberg, Financial Analysis
Education
Northeastern University
MBA - Finance Degree Candidate at Northeastern University - D'Amore-McKim
Salem State College 2001 — 2006
Bachelor of Business Administration (B.B.A.), Finance and Accounting
Tirana University
ITE Management October 2014 - Present
International Fund Services (Ireland) Ltd, A State Street Company May 2012 - October 2014
CohnReznick LLP July 2010 - May 2012
Skills
Hedge Funds, Auditing, Investments, Fixed Income, Securities
Education
Rutgers, The State University of New Jersey-Newark 2003 — 2004
MBA, Accounting
Rutgers University-New Brunswick 1997 — 2001
BA, Economics
State Street October 2009 - Present
State Street June 2007 - October 2009
International Fund Services (Ireland) Ltd, A State Street Company June 2004 - June 2007
International Fund Services (Ireland) Ltd, A State Street Company June 2002 - June 2004
International Fund Services (Ireland) Ltd, A State Street Company October 2000 - June 2002
Skills
Hedge Funds, Fund Administration, Equities, Fund Accounting, Fixed Income, Bloomberg, Mutual Funds, Alternative Investments
Education
University College Dublin
BBLS, Business and Legal Studies
Boston Financial Data Services August 2007 - Present
International Fund Services (Ireland) Ltd, A State Street Company February 2007 - July 2007
Boston Financial Data Services June 2004 - January 2007
Farmers Insurance May 2002 - May 2004
State Street Bank January 1999 - January 2002
Austin Legal Services January 1996 - January 1999
Delaware Group January 1994 - January 1996
Zurich KemperManaged Mutual Fund January 1992 - January 1994
Skills
Excel, Customer Service, Word, Customer Relations, Research, Avaya Call Management..., Microsoft Power Point, Customer Restoration..., Multi-Currency Horizon, IEX Total View system, Microsoft Access, AWD, Microsoft Project, HTML, SQL, TA2000, Access
Education
Kansas State University 1990 — 1992
Bachelors of Science, Psychology
Johnson County Community College 1988 — 1990
Assoicates, General Sciences
International Fund Services (NA) LLC, A State Street Company August 2015 - Present
HedgeServ November 2013 - June 2015
Citco Fund Services (USA) Inc June 2013 - November 2013
Glenview Capital Management April 2008 - December 2012
International Fund Services (Ireland) Ltd, A State Street Company December 2002 - April 2008
Fidelity Investments July 1999 - December 2002
Skills
Hedge Funds, Fund Administration, Investor Relations, Alternative Investments, Equities, Private Equity, Fixed Income, Asset Management, Financial Services, Investments
Education
Roger Williams University 1994 — 1998
BA, Corp Communications
BlueCrest Capital Management, LLP July 2013 - Present
Goldman Sachs October 2007 - July 2013
International Fund Services (Ireland) Ltd, A State Street Company February 2006 - October 2007
Skills
Bloomberg, Capital Markets, Credit Derivatives
Education
State University of New York College at Geneseo 2001 — 2005
Bachelor of Science, Business Management
Daymon Worldwide January 2015 - Present
Swift Transportation May 2014 - December 2014
NASDAQ September 2013 - April 2014
The Guardian Life Insurance Company of America June 2012 - September 2013
International Fund Services (Ireland) Ltd, A State Street Company December 2009 - December 2010
EisnerAmper LLP September 2008 - September 2009
NASDAQ December 2006 - June 2008
Skills
Tax, Finance, Sarbanes-Oxley Act, Financial Analysis, Financial Reporting, GAAP, Financial Accounting, US GAAP, Accounting, Internal Controls, Financial Statements, Strategic Financial..., Account Reconciliation, Auditing, Hyperion Enterprise, General Ledger, Forecasting, Financial Planning, Budgeting, Analysis, P&L Analysis, P&L Forecasting
Education
Fairleigh Dickinson University 2011 — 2012
MBA, Finance
Pace University 2004 — 2008
BBA, Public Accounting
Two Sigma Investments January 2015 - Present
Two Sigma Investments May 2008 - Present
Carlyle Blue Wave Partners January 2007 - May 2008
International Fund Services (Ireland) Ltd, A State Street Company July 2002 - January 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, HTML
Education
University of Scranton 1995 — 1999
Bachelor of Science (BS), Criminal Justice/Police Science
Needham & Company March 2013 - Present
International Fund Services (Ireland) Ltd, A State Street Company March 2011 - March 2013
RBS Markets & International Banking October 2009 - December 2009
JPMorgan Hedge Fund Services March 2008 - March 2009
Skills
Front Office, Series 99, Middle Office, Equities, DTC, Settlement, Fund Administration, Hedge Funds, Bloomberg, Fund Accounting, Corporate Actions, Fixed Income, Swaps, Derivatives, Asset Management, Finance, Financial Analysis, Investment Banking, Investments, Alternative Investments
Education
Mercy College 2004 — 2007
Bachelor of Science (BS), Accounting and Finance
Central High School September 2014 - Present
Eastside High School September 2011 - June 2014
International Fund Services (Ireland) Ltd, A State Street Company February 2008 - February 2009
Skills
Travel Photography, Travel Planning, Leisure Travel, Easy to Talk to, Organizational..., Acting, Running, Teaching, Interior Design, Landscaping
Education
Kean University 2011 — 2012
Mathematics
Rutgers University 2003 — 2007
Bachelor's degree, Finance
Barclays Investment Bank February 2014 - Present
Barclays Investment Bank July 2010 - February 2014
Prudential Financial June 2009 - August 2009
International Fund Services (Ireland) Ltd, A State Street Company June 2008 - August 2008
Skills
Bloomberg, Investment Banking
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2006 — 2010
Bachelor of Science (BS), Finance, General